|
1526
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$482K
|
-$35.8K
|
-75
|
-7%
|
|
|
1527
|
|
$479K
|
-$309K
|
-647
|
-38%
|
|
|
1528
|
Karpas Strategies
Litchfield,
Connecticut
|
$479K
|
–
|
–
|
–
|
|
|
1529
|
Excalibur Management
Waltham,
Massachusetts
|
$478K
|
–
|
–
|
–
|
|
|
1530
|
Ceeto Capital Group
Coral Gables,
Florida
|
$476K
|
–
|
–
|
–
|
|
|
1531
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$475K
|
+$119K
|
+250
|
+32%
|
|
|
1532
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$474K
|
+$477
|
+1
|
+0.1%
|
|
|
1533
|
Red Spruce Capital
Berwyn,
Pennsylvania
|
$474K
|
+$21.5K
|
+45
|
+5%
|
|
|
1534
|
Cabot Wealth Management
Salem,
Massachusetts
|
$474K
|
+$141K
|
+295
|
+40%
|
|
|
1535
|
Tranquility Partners
Brentwood,
Tennessee
|
$473K
|
-$230K
|
-482
|
-32%
|
|
|
1536
|
Brooktree Capital Management
Gand Rapids,
Michigan
|
$473K
|
–
|
–
|
–
|
|
|
1537
|
Boston Trust Walden
Boston,
Massachusetts
|
$471K
|
–
|
–
|
–
|
|
|
1538
|
Donor Advised Charitable Giving
San Francisco,
California
|
$466K
|
–
|
–
|
–
|
|
|
1539
|
Osterweis Capital Management
San Francisco,
California
|
$466K
|
–
|
–
|
–
|
|
|
1540
|
Ninepoint Partners
Toronto,
Ontario, Canada
|
$466K
|
+$109K
|
+229
|
+29%
|
|
|
1541
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$465K
|
-$58.2K
|
-122
|
-11%
|
|
|
1542
|
Capital Wealth Planning
Naples,
Florida
|
$465K
|
+$251K
|
+525
|
+106%
|
|
|
1543
|
Davidson Trust Company
Seattle,
Washington
|
$462K
|
–
|
–
|
–
|
|
|
1544
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$462K
|
+$262K
|
+548
|
+118%
|
|
|
1545
|
|
$460K
|
+$60.1K
|
+126
|
+14%
|
|
|
1546
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$457K
|
-$136K
|
-285
|
-22%
|
|
|
1547
|
Curi RMB Capital
Chicago,
Illinois
|
$457K
|
-$105K
|
-221
|
-18%
|
|
|
1548
|
MJP Associates
Farmington,
Connecticut
|
$457K
|
+$14.8K
|
+31
|
+3%
|
|
|
1549
|
|
$456K
|
–
|
–
|
–
|
|
|
1550
|
Overbrook Management Corp
New York
|
$456K
|
–
|
–
|
–
|
|
